✨Creating a Collection with AI
We've introduce a new feature to create collections using natural language understanding. This feature is experimental and although it's clever, we'd love to know if you find it genuinely useful.
Creating and Designing Collections Manually
We recommend you play around with making collections manually before using the AI feature. Get used to adding and removing documents, creating packs, renaming packs and saving them as templates you can use again and again.
Creating a document collection can be very simple when you only have a few items you need from someone. If you use document collection often, you may have designed some reusable packs of documents, such as the docs you need for Proof of Address.
Artificial intelligence is able to understand complex instructions and put together an advanced document collection for you. However, it makes mistakes and these could go unnoticed. Checking each item is configured properly and fixing errors may cost more time than it would to make it yourself, so we're really interested to see if you think this use of AI is a time-saver or overkill.
We strongly advise that you check every pack, its name and description, whether its set to collect all or just some of the documents, then check each document item is setup properly.
Using AI to Create Collections
You simply describe what you want to collect in the large box and hit Create. It will take up to 90 seconds to return its collection. It will not use any of your packs though it will use the name you've supplied, else it'll make up its own one.
What does a good description look like?
The most simple can be something like:
"just a passport"
"their passport and driver's license"
"a UK biometric residence permit"
"Their certificate of Nursing Assistant CNA"
"A link to their profile on the Association of Super Heros and People with Special Powers and a valid driving licence"
"Their passport and if it's foreign, then we'll need to collect their visa"
Conditions
Items in a collection can be configured so that they are only required depending on some information in another document. At the moment we only support the country of issuance, which means you can require a document (or whole pack) only when they have a passport from a certain country.
What does an advanced description look like?
The following is an example of a lengthy and complex description for a UK staffing agency. This has been nicely formatted and structured, but you might be surprised by what it can cope with, so if you have some existing process or an email you want to paste in, then go ahead.
Copy and paste this whole chunk in and give it a whirl:
Company Documents:
Incorporation Certificate (Ltd company) or Umbrella company documents
Insurance Certificates, PI and PL
VAT Certificate (if applicable)
Right to Work Verification:
Non-UK Passport: The contractor creates a share code using this link: Prove your right to work to an employer - GOV.UK: link to government website to allow us to verify their status online.
UK Passport: We use an ID verification service. We'll send you an email where you can upload a selfie and passport photo. We typically receive a confirmation certificate within 1 day.
Additional Verifications (ABC Corp Roles):
ABC Check (In-house): This requires:
Passport copy
2 proofs of address (recent utility bill, bank statement, council tax bill, driving license)
DBS check (within 3 months)
5 years address history
3 years references
Experimental descriptions
Because the AI backing this feature is all knowing, it can even be told to collect documents for compliance with a particular jurisdiction. The collections it comes up with may or may not be compliant, but it will try its best and can be quite fun to explore.
"I am taking on a contractor in Texas and I need to be compliant with Texas state and federal laws"
Compliance
To be clear: the language model is very clever and plausible but this does not mean it is creating collections which are actually legally compliant. It is on you to know what documents you need to collect and keep for where you're operating.
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